Keystone Financial Group (Kentucky)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$992K	Buy	6,774 +12	+0.2%	+$1.85K	0.07%	198
2025 Q4	$1.05M	Buy	6,762 +121	+2%	+$18.1K	0.08%	170
2025 Q3	$924K	Sell	6,641 -322	-5%	-$43.6K	0.07%	171
2025 Q2	$939K	Buy	6,963 +102	+1%	+$13.8K	0.08%	158
2025 Q1	$1M	Sell	6,861 -259	-4%	-$37.6K	0.1%	144
2024 Q4	$980K	Buy	7,120 +2	+0%	+$293	0.1%	144
2024 Q3	$1.1M	Buy	+7,118	New	+$1.08M	0.14%	113
2024 Q2	–	Sell	-7,063	Closed	-$1.04M	–	353
2024 Q1	$1.04M	Buy	7,063 +450	+7%	+$64.6K	0.15%	104
2023 Q4	$902K	Sell	6,613 -3,316	-33%	-$431K	0.16%	102
2023 Q3	$1.28M	Sell	9,929 -35,003	-78%	-$4.65M	0.21%	81
2023 Q2	$5.96M	Buy	+44,932	New	+$5.92M	1.01%	21
2022 Q4	$5.94M	Buy	43,698 +38,150	+688%	+$5.06M	1.17%	18
2022 Q3	$672K	Sell	5,548 -83	-1%	-$10.7K	0.14%	121
2022 Q2	$722K	Buy	5,631 +308	+6%	+$40.4K	0.14%	121
2022 Q1	$729K	Buy	5,323 +398	+8%	+$52.7K	0.12%	126
2021 Q4	$694K	Buy	4,925 +491	+11%	+$65.2K	0.11%	133
2021 Q3	$564K	Sell	4,434 -23	-0.5%	-$3.04K	0.1%	147
2021 Q2	$561K	Buy	4,457 +148	+3%	+$18.1K	0.1%	152
2021 Q1	$503K	Sell	4,309 -538	-11%	-$62.1K	0.1%	156
2020 Q4	$550K	Sell	4,847 -65	-1%	-$7.09K	0.11%	133
2020 Q3	$518K	Buy	4,912 +926	+23%	+$97.5K	0.13%	131
2020 Q2	$399K	Buy	3,986 +356	+10%	+$35.1K	0.11%	140
2020 Q1	$322K	Sell	3,630 -758	-17%	-$73.6K	0.11%	144
2019 Q4	$447K	Sell	4,388 -71	-2%	-$6.83K	0.12%	138
2019 Q3	$402K	Sell	4,459 -76	-2%	-$6.94K	0.12%	135
2019 Q2	$420K	Sell	4,535 -88	-2%	-$7.91K	0.14%	131
2019 Q1	$424K	Buy	4,623 +592	+15%	+$53.4K	0.15%	129
2018 Q4	$349K	Buy	4,031 +983	+32%	+$89K	0.16%	123
2018 Q3	$291K	Buy	+3,048	New	+$275K	0.12%	148

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s XLV Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.18% in Q1 2026, buying an estimated $1.85K and bringing the position to 6,774 shares worth $992K. The position accounts for 0.07% of the portfolio, ranked #198.

Keystone Financial Group (Kentucky) first reported a position in XLV in Q3 2018 and has held it in 29 quarters since. The position peaked at $5.96M in Q2 2023. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Keystone Financial Group (Kentucky) held 6,774 shares of State Street Health Care Select Sector SPDR ETF worth $992K as of Q1 2026.
Keystone Financial Group (Kentucky) bought 12 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.85K.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #198 holding.
Keystone Financial Group (Kentucky) first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and has held it in 29 quarters since.
Keystone Financial Group (Kentucky)'s State Street Health Care Select Sector SPDR ETF position peaked at $5.96M in Q2 2023.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.